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Overview/ Dodge & Cox/ Q4 2021

Dodge & Cox

CIK 0000200217 · As of Q4 2021 · filed Feb 14, 2022

Q4 2021

Holdings

197 positions · Δ vs prior quarter
WFC WELLS FARGO & CO
$6.40B
4.0%
133,428,052 −6,167,719 −4.4% Reduced
SCHW SCHWAB (CHARLES) CORP
$6.19B
3.8%
73,586,595 −740,832 −1.0% Reduced
GOOG ALPHABET INC-CL C
$5.92B
3.7%
2,044,565 −74,520 −3.5% Reduced
JCI JOHNSON CONTROLS INTERNATION
$4.97B
3.1%
61,180,640 −2,385,914 −3.8% Reduced
COF CAPITAL ONE FINANCIAL CORP
$4.76B
2.9%
32,790,861 −1,615,280 −4.7% Reduced
SNY SANOFI-ADR
$4.68B
2.9%
93,402,049 −718,017 −0.8% Reduced
FDX FEDEX CORP
$4.31B
2.7%
16,674,920 +3,031,046 +22.2% Added
CMCSA COMCAST CORP-CLASS A
$4.26B
2.6%
84,666,165 +958,091 +1.1% Added
CI THE CIGNA GROUP
$4.01B
2.5%
17,484,197 −400,699 −2.2% Reduced
HPQ HP INC
$3.92B
2.4%
104,175,937 −7,467,266 −6.7% Reduced
GlaxoSmithKline PLC
$3.90B
2.4%
88,519,444 +501,530 +0.6% Added
FISV FISERV INC
$3.68B
2.3%
35,432,277 +9,901,409 +38.8% Added
MET METLIFE INC
$3.67B
2.3%
58,725,183 −2,336,756 −3.8% Reduced
CHTR CHARTER COMMUNICATIONS INC-A
$3.57B
2.2%
5,473,257 −187,118 −3.3% Reduced
BNY BANK OF NEW YORK MELLON CORP
$3.38B
2.1%
58,247,004 −3,059,467 −5.0% Reduced
MSFT MICROSOFT CORP
$3.34B
2.1%
9,935,146 −2,207,422 −18.2% Reduced
RTX RTX CORP
$3.30B
2.0%
38,322,057 −160,395 −0.4% Reduced
OXY OCCIDENTAL PETROLEUM CORP
$3.26B
2.0%
112,531,760 −2,769,327 −2.4% Reduced
BAC BANK OF AMERICA CORP
$3.07B
1.9%
68,901,490 −2,422,875 −3.4% Reduced
CSCO CISCO SYSTEMS INC
$2.98B
1.8%
47,099,346 −858,945 −1.8% Reduced
VMW* VMWARE INC-CLASS A
$2.95B
1.8%
25,453,582 +17,149,182 +206.5% Added
GS GOLDMAN SACHS GROUP INC
$2.79B
1.7%
7,303,170 +52,165 +0.7% Added
TEL1USD TE CONNECTIVITY LTD
$2.76B
1.7%
17,125,954 −711,626 −4.0% Reduced
GILD GILEAD SCIENCES INC
$2.70B
1.7%
37,174,777 −91,915 −0.2% Reduced
CTSH COGNIZANT TECH SOLUTIONS-A
$2.59B
1.6%
29,235,581 −486,592 −1.6% Reduced
MCHP MICROCHIP TECHNOLOGY INC
$2.57B
1.6%
29,539,169 +13,768,272 +87.3% Added
NVS NOVARTIS AG-SPONSORED ADR
$2.47B
1.5%
28,249,540 −1,016,360 −3.5% Reduced
META META PLATFORMS INC-CLASS A
$2.24B
1.4%
6,655,324 +2,931,894 +78.7% Added
UNH UNITEDHEALTH GROUP INC
$2.15B
1.3%
4,274,705 −135,820 −3.1% Reduced
STT STATE STREET CORP
$2.08B
1.3%
22,356,499 −581,275 −2.5% Reduced
BKNG BOOKING HOLDINGS INC
$1.99B
1.2%
828,422 −32,959 −3.8% Reduced
TMUS T-MOBILE US INC
$1.91B
1.2%
16,463,259 +3,701,674 +29.0% Added
DELL DELL TECHNOLOGIES -C
$1.88B
1.2%
33,476,762 −3,591,446 −9.7% Reduced
UBS UBS GROUP AG-REG
$1.87B
1.2%
104,116,642 +3,922,400 +3.9% Added
WMB WILLIAMS COS INC
$1.86B
1.2%
71,423,866 −2,802,926 −3.8% Reduced
FOXA FOX CORP - CLASS A
$1.76B
1.1%
47,770,582 −641,187 −1.3% Reduced
BMY BRISTOL-MYERS SQUIBB CO
$1.71B
1.1%
27,355,432 −1,161,925 −4.1% Reduced
SLB SLB LTD
$1.69B
1.0%
56,427,450 −4,149,374 −6.8% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$1.67B
1.0%
105,959,909 −8,952,883 −7.8% Reduced
JNPR* JUNIPER NETWORKS INC
$1.59B
1.0%
44,434,416 −1,443,577 −3.1% Reduced
COP CONOCOPHILLIPS
$1.53B
0.9%
21,229,408 −1,120,038 −5.0% Reduced
CVS CVS HEALTH CORP
$1.51B
0.9%
14,613,672 −676,550 −4.4% Reduced
AXP AMERICAN EXPRESS CO
$1.42B
0.9%
8,697,741 −3,500,572 −28.7% Reduced
TAP MOLSON COORS BEVERAGE CO - B
$1.42B
0.9%
30,615,810 −608,798 −1.9% Reduced
SU SUNCOR ENERGY INC
$1.38B
0.9%
55,104,954 +859,600 +1.6% Added
BMRN BIOMARIN PHARMACEUTICAL INC
$1.31B
0.8%
14,825,049 +6,467 +0.0% Added
HMC HONDA MOTOR CO LTD-SPONS ADR
$1.28B
0.8%
45,125,595 +1,041,067 +2.4% Added
DISH DISH NETWORK CORP-A
$1.24B
0.8%
38,268,088 +286,601 +0.8% Added
INCY INCYTE CORP
$1.22B
0.8%
16,657,586 +181,150 +1.1% Added
CE CELANESE CORP
$1.20B
0.7%
7,154,913 −591,069 −7.6% Reduced
BKR BAKER HUGHES CO
$1.11B
0.7%
46,096,111 −4,384,963 −8.7% Reduced
NTR NUTRIEN LTD
$1.08B
0.7%
14,386,759 −1,375,100 −8.7% Reduced
CARR CARRIER GLOBAL CORP
$1.07B
0.7%
19,679,517 −2,062,925 −9.5% Reduced
BABA ALIBABA GROUP HOLDING-SP ADR
$1.06B
0.7%
8,899,470 +898,400 +11.2% Added
BIDU BAIDU INC - SPON ADR
$1.02B
0.6%
6,831,355 +543,004 +8.6% Added
TFC TRUIST FINANCIAL CORP
$957.1M
0.6%
16,347,518 +1,293,701 +8.6% Added
ALNY ALNYLAM PHARMACEUTICALS INC
$921.0M
0.6%
5,431,068 +58,968 +1.1% Added
BUD ANHEUSER-BUSCH INBEV-SPN ADR
$910.7M
0.6%
15,040,157 +15,040,157 New
JD JD.COM INC-ADR
$754.3M
0.5%
10,765,249 +1,055,400 +10.9% Added
OVV OVINTIV INC
$735.6M
0.5%
21,828,737 −643,723 −2.9% Reduced
AHC HESS CORP
$716.1M
0.4%
9,672,701 −1,987,435 −17.0% Reduced
TECK TECK RESOURCES LTD-CLS B
$694.5M
0.4%
24,098,340 +829,000 +3.6% Added
BAP CREDICORP LTD
$678.3M
0.4%
5,556,977 +165,531 +3.1% Added
ELAN ELANCO ANIMAL HEALTH INC
$630.6M
0.4%
22,218,300 +18,579,176 +510.5% Added
TV GRUPO TELEVISA SA-SPON ADR
$606.7M
0.4%
64,751,320 +1,350,000 +2.1% Added
Aegon NV
$571.4M
0.4%
115,664,156 +3,657,900 +3.3% Added
BHF BRIGHTHOUSE FINANCIAL INC
$489.6M
0.3%
9,452,287 −77,107 −0.8% Reduced
TRP TC ENERGY CORP
$477.5M
0.3%
10,259,000 +400,000 +4.1% Added
Linde PLC
$471.9M
0.3%
1,354,735 +55,000 +4.2% Added
OTIS OTIS WORLDWIDE CORP
$467.6M
0.3%
5,369,897 −356,151 −6.2% Reduced
MDT MEDTRONIC PLC
$466.0M
0.3%
4,504,150 −118,269 −2.6% Reduced
FOX FOX CORP - CLASS B
$438.9M
0.3%
12,808,314 −288,699 −2.2% Reduced
GAP GAP INC
$432.3M
0.3%
24,490,528 +1,381,050 +6.0% Added
Qurate Retail Inc
$391.1M
0.2%
51,455,745 −379,933 −0.7% Reduced
GOOGL ALPHABET INC-CL A
$327.5M
0.2%
113,063 −520 −0.5% Reduced
LBTYKUSD LIBERTY GLOBAL PLC- C
$325.2M
0.2%
11,577,165 −4,706,244 −28.9% Reduced
LNC LINCOLN NATIONAL CORP
$294.9M
0.2%
4,319,907 −962,500 −18.2% Reduced
XP XP INC - CLASS A
$263.8M
0.2%
9,178,691 +9,178,691 New
LYB LYONDELLBASELL INDU-CL A
$252.8M
0.2%
2,740,531 +649,300 +31.0% Added
NWSA NEWS CORP - CLASS A
$248.9M
0.2%
11,154,933 −614,645 −5.2% Reduced
HAL HALLIBURTON CO
$227.0M
0.1%
9,924,610 −1,305,475 −11.6% Reduced
MFGPUSD MICRO FOCUS INTL-SPN ADR
$191.0M
0.1%
34,295,081 −72,651 −0.2% Reduced
OXY/WS OCCIDENTAL PETROLEUM-CW27
$190.3M
0.1%
15,087,875 −45,119 −0.3% Reduced
II-VI Inc
$190.1M
0.1%
2,782,089 +2,782,089 New
REGN REGENERON PHARMACEUTICALS
$176.3M
0.1%
279,122 +279,122 New
JXN JACKSON FINANCIAL INC-A
$159.8M
0.1%
3,819,494 +40,700 +1.1% Added
LBTYAUSD LIBERTY GLOBAL PLC-A
$135.1M
0.1%
4,870,358 −3,015,393 −38.2% Reduced
ITUB ITAU UNIBANCO H-SPON PRF ADR
$97.7M
0.1%
26,060,805 +1,993,500 +8.3% Added
NTES NETEASE INC-ADR
$94.9M
0.1%
932,300 +925,100 +12848.6% Added
JPM JPMORGAN CHASE & CO
$83.1M
0.1%
524,836 −29,605 −5.3% Reduced
UNP UNION PACIFIC CORP
$75.4M
0.0%
299,433 −3,281 −1.1% Reduced
DIS WALT DISNEY CO
$69.2M
0.0%
446,654 −10,138 −2.2% Reduced
CDNS CADENCE DESIGN SYS INC
$58.6M
0.0%
314,317 −2,672 −0.8% Reduced
IBN ICICI BANK LTD-SPON ADR
$54.6M
0.0%
2,758,000 −343,000 −11.1% Reduced
AZNN ASTRAZENECA PLC-SPONS ADR
$47.6M
0.0%
817,895 −25,970 −3.1% Reduced
TGT TARGET CORP
$32.1M
0.0%
138,725 −4,026 −2.8% Reduced
CVX CHEVRON CORP
$31.1M
0.0%
264,842 −6,750 −2.5% Reduced
LLY ELI LILLY & CO
$22.4M
0.0%
81,108 −3,600 −4.2% Reduced
TMO THERMO FISHER SCIENTIFIC INC
$21.1M
0.0%
31,604 −327 −1.0% Reduced
TRV TRAVELERS COS INC
$19.8M
0.0%
126,385 −1,025 −0.8% Reduced
PG PROCTER & GAMBLE CO
$18.3M
0.0%
111,775 −887 −0.8% Reduced
ADBE ADOBE INC
$16.8M
0.0%
29,576 −470 −1.6% Reduced
MRK MERCK & CO. INC.
$16.4M
0.0%
214,158 −7,520 −3.4% Reduced
APA APA CORP
$16.4M
0.0%
610,326 −15,123,683 −96.1% Reduced
GE GENERAL ELECTRIC
$14.0M
0.0%
148,678 +96,076 +182.6% Added
HD HOME DEPOT INC
$12.8M
0.0%
30,878 −1,178 −3.7% Reduced
WMT WALMART INC
$12.8M
0.0%
88,165 −6,150 −6.5% Reduced
PFE PFIZER INC
$9.1M
0.0%
154,352 −1,500 −1.0% Reduced
ADI ANALOG DEVICES INC
$8.4M
0.0%
47,881 −880 −1.8% Reduced
EXMOC EXXON MOBIL CORP
$7.7M
0.0%
126,096 +14,298 +12.8% Added
AAPL APPLE INC
$7.3M
0.0%
41,156 Held
CAT CATERPILLAR INC
$6.6M
0.0%
31,957 −3,422 −9.7% Reduced
VMC VULCAN MATERIALS CO
$6.3M
0.0%
30,450 −1,900 −5.9% Reduced
DHR DANAHER CORP
$6.0M
0.0%
18,142 −25 −0.1% Reduced
IBM INTL BUSINESS MACHINES CORP
$5.9M
0.0%
44,402 −1,150 −2.5% Reduced
SNPS SYNOPSYS INC
$5.8M
0.0%
15,784 −400 −2.5% Reduced
PYPL PAYPAL HOLDINGS INC
$5.5M
0.0%
28,950 −3,200 −10.0% Reduced
BSX BOSTON SCIENTIFIC CORP
$5.3M
0.0%
125,590 −4,500 −3.5% Reduced
GLW CORNING INC
$5.0M
0.0%
135,400 −21,500 −13.7% Reduced
DE DEERE & CO
$4.5M
0.0%
13,136 −340 −2.5% Reduced
JNJ JOHNSON & JOHNSON
$4.4M
0.0%
25,666 Held
BRK/B BERKSHIRE HATHAWAY INC-CL B
$3.8M
0.0%
12,820 Held
AMGN AMGEN INC
$3.7M
0.0%
16,607 −300 −1.8% Reduced
DEO DIAGEO PLC-SPONSORED ADR
$3.3M
0.0%
14,913 −650 −4.2% Reduced
RDS/A SHELL PLC-SPON ADR-A
$3.2M
0.0%
74,598 −2,500 −3.2% Reduced
CX CEMEX SAB-SPONS ADR PART CER
$3.2M
0.0%
473,600 +63,900 +15.6% Added
USB US BANCORP
$2.9M
0.0%
52,200 −1,450 −2.7% Reduced
PNC PNC FINANCIAL SERVICES GROUP
$2.9M
0.0%
14,275 −300 −2.1% Reduced
SPGI S&P GLOBAL INC
$2.8M
0.0%
5,900 Held
DWDPEUR DUPONT DE NEMOURS INC
$2.7M
0.0%
33,910 −1,754 −4.9% Reduced
ABT ABBOTT LABORATORIES
$2.6M
0.0%
18,548 −699 −3.6% Reduced
MMM 3M CO
$2.4M
0.0%
13,285 −700 −5.0% Reduced
MSI MOTOROLA SOLUTIONS INC
$2.3M
0.0%
8,627 Held
NEE NEXTERA ENERGY INC
$2.3M
0.0%
25,000 Held
BRK/A BERKSHIRE HATHAWAY INC-CL A
$2.3M
0.0%
5 Held
EBAY EBAY INC
$2.2M
0.0%
33,681 −8,700 −20.5% Reduced
MCD MCDONALD'S CORP
$2.2M
0.0%
8,200 −4,125 −33.5% Reduced
NTAP NETAPP INC
$2.1M
0.0%
23,300 −4,400 −15.9% Reduced
Unilever PLC
$2.0M
0.0%
36,471 −2,500 −6.4% Reduced
AMZN AMAZON.COM INC
$1.9M
0.0%
578 Held
HONGBP HONEYWELL INTERNATIONAL INC
$1.7M
0.0%
8,231 Held
PM PHILIP MORRIS INTERNATIONAL
$1.6M
0.0%
17,000 Held
CTVA CORTEVA INC
$1.6M
0.0%
32,973 −765 −2.3% Reduced
ABBV ABBVIE INC
$1.5M
0.0%
11,402 −4,000 −26.0% Reduced
KO COCA-COLA CO
$1.5M
0.0%
25,940 Held
NSC NORFOLK SOUTHERN CORP
$1.5M
0.0%
4,950 Held
DOW DOW INC
$1.4M
0.0%
24,318 −1,255 −4.9% Reduced
CL COLGATE-PALMOLIVE CO
$1.2M
0.0%
14,000 Held
GPC GENUINE PARTS CO
$1.2M
0.0%
8,425 −1,450 −14.7% Reduced
V VISA INC-CLASS A SHARES
$1.1M
0.0%
5,150 Held
PH PARKER HANNIFIN CORP
$1.0M
0.0%
3,256 Held
APD AIR PRODUCTS & CHEMICALS INC
$996K
0.0%
3,275 Held
MO ALTRIA GROUP INC
$995K
0.0%
21,000 Held
NUE NUCOR CORP
$970K
0.0%
8,500 Held
PEP PEPSICO INC
$908K
0.0%
5,225 −150 −2.8% Reduced
MDLZ MONDELEZ INTERNATIONAL INC-A
$785K
0.0%
11,840 Held
GIS GENERAL MILLS INC
$755K
0.0%
11,200 Held
MCO MOODY'S CORP
$725K
0.0%
1,857 Held
BLKCHF BLACKROCK INC
$687K
0.0%
750 Held
TCOM TRIP.COM GROUP LTD-ADR
$675K
0.0%
27,400 +15,600 +132.2% Added
QCOM QUALCOMM INC
$640K
0.0%
3,500 Held
NOAH NOAH HOLDINGS LTD-SPON ADS
$617K
0.0%
20,100 +1,500 +8.1% Added
YUMC YUM CHINA HOLDINGS INC
$608K
0.0%
12,200 +300 +2.5% Added
VIPS VIPSHOP HOLDINGS LTD - ADR
$606K
0.0%
72,147 +55,697 +338.6% Added
NESR NATIONAL ENERGY SERVICES REU
$602K
0.0%
63,700 Held
BDX BECTON DICKINSON AND CO
$573K
0.0%
2,280 −2,100 −47.9% Reduced
AMP AMERIPRISE FINANCIAL INC
$551K
0.0%
1,827 Held
ERIC ERICSSON (LM) TEL-SP ADR
$530K
0.0%
48,800 −35,200 −41.9% Reduced
KMX CARMAX INC
$527K
0.0%
4,050 Held
ELV ELEVANCE HEALTH INC
$510K
0.0%
1,100 Held
MRSH MARSH & MCLENNAN COS
$497K
0.0%
2,860 Held
ZTS ZOETIS INC
$476K
0.0%
1,950 Held
ALL ALLSTATE CORP
$433K
0.0%
3,680 Held
CTXSEUR CITRIX SYSTEMS INC
$411K
0.0%
4,350 −400 −8.4% Reduced
BALL BALL CORP
$408K
0.0%
4,240 −30 −0.7% Reduced
JOYY JOYY INC-ADR
$401K
0.0%
8,828 +3,812 +76.0% Added
CB CHUBB LTD
$400K
0.0%
2,069 Held
PPG PPG INDUSTRIES INC
$379K
0.0%
2,200 Held
RIO RIO TINTO PLC-SPON ADR
$348K
0.0%
5,200 −100 −1.9% Reduced
IWD ISHARES RUSSELL 1000 VALUE E
$336K
0.0%
2,000 Held
SE SEA LTD-ADR
$336K
0.0%
1,500 Held
EQIX EQUINIX INC
$326K
0.0%
385 Held
AMT AMERICAN TOWER CORP
$322K
0.0%
1,100 Held
BAX BAXTER INTERNATIONAL INC
$290K
0.0%
3,382 −400 −10.6% Reduced
VZ VERIZON COMMUNICATIONS INC
$286K
0.0%
5,500 Held
LMT LOCKHEED MARTIN CORP
$275K
0.0%
775 Held
T AT&T INC
$269K
0.0%
10,937 −29,019 −72.6% Reduced
ISRG INTUITIVE SURGICAL INC
$268K
0.0%
747 +498 +200.0% Added
OGN ORGANON & CO
$268K
0.0%
8,813 −8,900 −50.2% Reduced
PSX PHILLIPS 66
$261K
0.0%
3,600 Held
LOW LOWE'S COS INC
$258K
0.0%
1,000 Held
SYK STRYKER CORP
$257K
0.0%
960 Held
CTAS CINTAS CORP
$222K
0.0%
500 +500 New
D DOMINION ENERGY INC
$213K
0.0%
2,712 +2,712 New
PBR PETROLEO BRASILEIRO-SPON ADR
$173K
0.0%
15,800 −1,200 −7.1% Reduced
LOMA LOMA NEGRA CIA IND-SPON ADR
$114K
0.0%
17,100 Held
TGS TRANSPORTADOR GAS-ADR SP B
$69K
0.0%
15,600 Held

Sold positions

2 closed in Q4 2021 · shares & value as of prior filing
Holding Shares sold Prior value
AMXN AMERICA MOVIL-SPN ADR CL L
162,135 $2.9M
DUK DUKE ENERGY CORP
4,166 $407K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.